Google Docs to Trello Integration - Setup and Use

Quickly set up Trello to receive tasks from Google Docs and keep them in sync.

Setup Steps Overview

TaskClone enhances productivity by automatically transferring action items from your notes to your task app or calendar via "Connections". This article provides an overview with links to detailed guides for each step of Initial Setup.

Step 1. - How TaskClone works

Summarizes how TaskClone works and introduces the questions Initial Setup answers

What is your source app for action items?
What type of action items to transfer?
Where in the source app should we search for these action items?
What is your destination app for action items?
Where in the destination app should we insert the action items?

Step 2. Configure source app

Answers questions 1 - 3

Select source app. Pick Google Docs
Authorize access. Authorize TaskClone to extract Google Docs action items and update their status
Select action item type. Select to-dos as the action item for this connection to process
Select identification method. Select tasks "Assigned" to you

Step 3. Configure destination app

Answers questions 4-5

Select destination app. Pick Trello
Authorize access. Authorize TaskClone to create Trello cards and update their status
Select destination details. Select the location in Trello where tasks will go (e.g. Inbox)

Basic Usage

The Process

Copy to-dos from Google Docs. Simply start a line with a checklist and write your task after the checkbox. Click the "Add to tasks" icon left of the check box and assign the task to yourself (optionally add a due date).

Note: Currently, you must have a Google work or school account to use this feature. Learn more

What Happens

TaskClone also proactively checks your Google account for updates on a regular basis (currently every 3 minutes). If updates are found, TaskClone immediately processes to-dos based on the criteria set for the Connection in Step 2 above.

By default, TaskClone adds two additional benefits by:

Updating the completion status of tasks in both directions
Adding a link in the task to the Google Doc so you can easily move from the task to the Doc for reference.

Among the many settings in Sync Details, you can modify how completion status is synced.

Advanced Usage

TaskClone offers advanced features, some needing pre-configuration and others usable directly within your notes. See below for the most popular and our full Feature List for even more ways to enhance your Google Docs to Trello Integration.

Two-way status sync. Simply mark an item complete in Google Docs or Trello and it is marked complete in the other app.

Add due dates and more. Using our special syntax, add due dates, labels and members to your Trello cards based on what you type in Google Docs.

Skip tasks. Using our special syntax, you can indicate which tasks you want to skip

Specify an alternative destination. Once you’ve set up two or more destinations, you can use our special syntax to send an individual action item to a different destination than the other action items in the note.

Special Considerations

You must have a Google work or school account to use Google Docs with TaskClone as this is necessary to assign checklist items to yourself or others in your organization. The good news is once this requirement is met, your teams can capture tasks in Google Docs and with TaskClone each team member could use the same task app or different ones by using TaskClone to keep everything in sync.